Harbor Asset Planning, Inc. Purchases in Q2 2025

Harbor Asset Planning, Inc.

  • $105 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OFS
Ofs Capital Corp

Financial Services
687
New
$8.15 - $9.48 $5.6K - $6.51K
687 $5.8M
DGX
Quest Diagnostics Inc

Healthcare
32
New
N/A
32 $5.78M
VNT
Vontier Corp

Technology
154
New
$28.04 - $37.3 $4.32K - $5.74K
154 $5.68M
NGG
National Grid PLC

Utilities
76
New
$62.74 - $74.79 $4.77K - $5.68K
76 $5.66M
Amplify ETF Tr
100
New
N/A
100 $5.65M
VOD
Vodafone Group Public LTD CO

Communication Services
520
New
$8.19 - $10.66 $4.26K - $5.54K
520 $5.54M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
526
New
$9.18 - $11.13 $4.83K - $5.85K
526 $5.43M
NFLX
Netflix Inc

Communication Services
4
New
$855.86 - $1339.13 $3.42K - $5.36K
4 $5.36M
SRLN
Ssga Active Trust

ETFs
126
New
$39.47 - $41.59 $4.97K - $5.24K
126 $5.26M
EIX
Edison International

Utilities
100
New
$48.32 - $59.92 $4.83K - $5.99K
100 $5.16M
AIA
Ishares S&P Asia 50 ETF

ETFs
60
New
$60.67 - $81.71 $3.64K - $4.9K
60 $4.86M
Everus Constr Group
74
New
N/A
74 $4.7M
SNN
Smith & Nephew PLC

Healthcare
151
New
$24.97 - $30.63 $3.77K - $4.63K
151 $4.64M
South Bow Corp
176
New
N/A
176 $4.56M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
400
New
$9.85 - $11.67 $3.94K - $4.67K
400 $4.5M
UBS
Ubs Group Ag

Financial Services
133
New
$26.12 - $33.82 $3.47K - $4.5K
133 $4.5M
TTE
Total Energies Se

Energy
72
New
N/A
72 $4.42M
MSM
Msc Industrial Direct CO Inc

Industrials
50
New
$70.15 - $85.48 $3.51K - $4.27K
50 $4.25M
SCM
Stellus Capital Investment Corp

Financial Services
300
New
$11.69 - $14.03 $3.51K - $4.21K
300 $4.18M
SNY
Sanofi

Healthcare
86
New
$47.62 - $55.44 $4.1K - $4.77K
86 $4.16M
PSEC
Prospect Capital Corp

Financial Services
1.28K
New
$3.14 - $4.06 $4K - $5.18K
1.28K $4.06M
ALC
Alcon Inc

Healthcare
45
New
$82.88 - $98.3 $3.73K - $4.42K
45 $3.97M
FVD
First Tr Value Line Divid Inde

ETFs
88
New
$40.62 - $45.12 $3.57K - $3.97K
88 $3.91M
IEP
Icahn Enterprises L.P.

Industrials
458
New
$7.81 - $9.75 $3.58K - $4.47K
458 $3.69M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
235
New
$13.71 - $15.46 $3.22K - $3.63K
235 $3.63M
OTIS
Otis Worldwide Corp

Industrials
32
New
$90.88 - $104.3 $2.91K - $3.34K
32 $3.18M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
51
New
$54.09 - $62.05 $2.76K - $3.16K
51 $3.16M
DD
Du Pont De Nemours, Inc.

Basic Materials
42
New
$55.13 - $75.25 $2.32K - $3.16K
42 $2.88M
ADTN
Adtran Inc

Technology
290
New
$7.18 - $8.97 $2.08K - $2.6K
290 $2.6M
AMCR
Amcor PLC

Consumer Cyclical
252
New
$8.57 - $9.81 $2.16K - $2.47K
252 $2.32M
HLN
Haleon PLC

Healthcare
200
New
$9.27 - $11.41 $1.85K - $2.28K
200 $2.07M
TSLA
Tesla, Inc.

Consumer Cyclical
6
New
$221.86 - $362.89 $1.33K - $2.18K
6 $1.91M
VONG
Vanguard Russell 1000 Growth E

ETFs
14
New
$82.51 - $109.2 $1.16K - $1.53K
14 $1.54M
TMUS
T Mobile Us, Inc.

Communication Services
6
New
$220.99 - $268.54 $1.33K - $1.61K
6 $1.43M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
11
New
$99.37 - $134.05 $1.09K - $1.47K
11 $1.25M
WY
Weyerhaeuser CO

Real Estate
43
New
$24.69 - $29.48 $1.06K - $1.27K
43 $1.11M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
New
$160.22 - $209.35 $801 - $1.05K
5 $1.05M
DOW
Dow Inc.

Basic Materials
37
New
$25.81 - $34.89 $955 - $1.29K
37 $980K
UDR
Udr, Inc.

Real Estate
24
New
$38.09 - $45.36 $914 - $1.09K
24 $980K
Solventum Corp
12
New
N/A
12 $910K
EMN
Eastman Chemical CO

Basic Materials
10
New
$72.7 - $88.29 $727 - $883
10 $754K
Amplify ETF Tr
35
New
N/A
35 $629K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12
New
$48.13 - $49.85 $578 - $598
12 $601K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
4
New
$101.91 - $134.83 $408 - $539
4 $512K
ASIX
Advan Six Inc.

Basic Materials
19
New
$18.69 - $24.81 $355 - $471
19 $451K
Tema ETF Trust
15
New
N/A
15 $429K
VTRS
Viatris Inc

Healthcare
47
New
$7.26 - $9.12 $341 - $429
47 $419K
Advisorshares Tr
30
New
N/A
30 $416K
KD
Kyndryl Holdings, Inc.

Technology
8
New
$27.77 - $41.96 $222 - $336
8 $336K
Activity Summary
Buys All Purchases 412 New Holdings 412 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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